@rookie_of_Ph $LINK dwarfs $ZRO when it comes to institutional adoption. It’s not even close.
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CryptoticT
1.9K posts
CryptoticT
@CryptoticT
I just like $LINK lBlockchain enthusiast - $LINK
Se unió Ağustos 2021
281 Siguiendo155 Seguidores
this is the mass adoption signal we’ve been waiting for
tokens with real usecases and the most utility will ultimately win
my biggest bet is ethereum:0x6985884c4392d348587b19cb9eaaf157f13271cd
Andy@andyyy
Two things can be true at once: 1.) There is no bid right now for tokens with little PMF, low runway, lack of institutional adoption, low / no revenues, and a terrible unlock schedule. 2.) There is and will continue to be an extremely concentrated bid on tokens with strong PMF, clear institutional backing & products (ETFs, ETPs, partnerships), generating significant revenue or a clear path to, past the unlocks or not a significant amount left, and are focusing on making the token holder a first-class citizen. This consolidation will continue to happen until the market evens out some of the inefficiencies its been dealing with for many years now. Those who adjust will be on the right side of history. Stay optimistic.
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CryptoticT retuiteado
@Ivan_the_gent @Cointelegraph @Citi @chainlink citi just validated the entire CCIP thesis as the interop layer for $8.2T tokenized markets
banks already picked their infrastructure
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@btc_bryan_21 @kevinolearytv These arguments are [redacted]. Institutions will use their own private block chains. If you were paying attention you'd realise this is already in action.
See Swift, DTCC, JPMorgan etc.
The only project able to capture value from the sea of isolated private chains is $LINK
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@kevinolearytv If they don’t use the bitcoin blockchain it’s a waste of time. That’s the only one that’s decentralized.
We already have centralized control of equity’s with Wall Street. If you use Ethereum, you trade them for some autistic weirdo to trust.
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I think this is the next big thing in crypto. If you talk to any S&P 500 company and ask them, "Are you planning to use blockchain technology to manage inventory, provide logistics, contract management, et cetera, et cetera?" They all say yes. So I think the next big thing in crypto is which of these chains is going to get at least one company in all 11 sectors of the S&P. Because the minute that occurs, you wanna go long that token. That's going to be a game changer, and I've got a whole team working on that. So far, I haven't found it yet.
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@AnonHbar $QNT chads are [redacted] or just bots at this point.
The narrative about institutional adoption starts falling apart when the biggest institutions confirm they are choosing $LINK.
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@WagecuckR @ChainLinkGod @nullpackets $HYPE is a predictive market, token distribution is less important as security isn’t a focal point. This is why $LINK reserve doesn’t burn tokens.
Staking is coming, wait or sell if you want. Comparing essential infrastructure to HYPE is redacted.
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@ChainLinkGod @nullpackets Chainlinkgod we have been here 6 years and all the value capture and partnerships and tvl in the world is not translating to the most basic metric = price
HYPE has done it with much much less than LINK. Which begs the question…
What’s up with the Link price
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CryptoticT retuiteado
The crypto industry has long had an irrational obsession with L1 gas coins and ignored other categories of infrastructure
Of the top 20 crypto assets by market cap:
• 75% are L1 chains
• 15% are stablecoins
• Only one asset is non-chain infra
Weighted by market cap, the imbalance is even more extreme:
• 88% L1 coins
• 11% stablecoins
• 0.3% non-chain infra
This is a temporary phenomenon, blockchains are increasingly becoming commoditized infrastructure, and yet all of them depend on Chainlink $LINK for real-world institutional use cases beyond speculation
The DTCC (the legally mandated settlement infra underpinning U.S. capital markets) choosing Chainlink to power 24/7 collateral mobility on the DTCC's blockchain should be a wake up call for everyone
The institutions are here, and 1) they're building their own blockchains and 2) they're choosing Chainlink for secure data, cross-chain, privacy, compliance, and orchestration capabilities
The current crypto market cap distribution reflects current sentiment not long-term value capture
Fishy Catfish@CatfishFishy
People who underwrite what chains are worth or what they will "win" just entirely ignore the elephants in the room. There has not been a single post from any crypto pundit, VC, blogger, researcher, podcaster, timeline shitposter that has underwritten a recent chain valuation which incorporates DTCC's Collateral Appchain or Swift's payment chain into for their model and thesis. DTCC, which settles and clears $4 quadrillion per year for all US capital markets, has their own chain, which is launching Q4 this year, for global collateral markets. SWIFT, which enables about $5 trillion in payments per day, is also launching their chain this year for cross-border payments. These are not new, random VC funded L1s trying to solve a "cold-start" problem. They're not looking for random developers nor interested in the 14th forked copy paste of Uniswap. They're not going to be doing an airdrop or paying social media slop merchnats for attention whoring. These are the largest financial market infrastructure in the world, transitioning their *EXISTING* operations, which are of a size that dwarfs the entire crypto industry by orders of magnitude, simply onchain. There is, however, a protocol, Chainlink, and a platform, Chainlink Runtime Environment, that is actually going to be used by these permissioned chains in production, so you can actually purchase exposure to this behemoths. The ticker is $LINK.
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@wagmiAlexander @0xfluid If $LINK was mandated as cross-chain infrastructure, Chainlink Risk Management network would have stopped this.
The industry is a joke, until security is taken serious and is required as a default.
Just use $LINK
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Allegedly there was an undisclosed private key exploit on @0xfluid resulting in six figures drained into Tornado.
Seemingly no public comms, but someone was in the know as some depositors started rushing to the exits?
What the hell is going on over there?
YAM 🌱@yieldsandmore
Fluid lost 125k FLUID and 51.9k GHO due to a key compromise. A wallet was able to claim rewards from multiple Fluid Merkle distributors using empty-proof Merkle claims, then swap funds and route ETH into Tornado Cash. Exploiter: debank.com/profile/0x4925… The timeline on Ethereum was very tight: proposer submits root, approver approves it, exploiter claims FLUID ~24 seconds after proposal. The GHO claim followed minutes later. The same wallet then swapped the claimed GHO and FLUID, bridged some Base/Arbitrum proceeds out, and later deposited ETH into Tornado Cash Router. Several hours later, an admin-style batched tx removed the old proposer/approver roles across multiple Fluid rewards contracts: etherscan.io/tx/0x5240aca9d… Fluid has told users that Merkle reward claiming is temporarily paused for a few days, potentially up to a week, while updates are made. They also said rewards will continue accumulating retroactively and claiming will resume once updates are complete. No communication about a key compromise or loss of funds.
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@StevenStocks5 @Gifted2Gab @StellarOrg Interoperability and orchestration is already confirmed to be $LINK via #CCIP and #CRE.
Best case XRPL are selected as another settlement layer, same as XLM for settlement.
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It appears you don’t understand the different functions of the utility coins.
The DTC announcement specifically says they will be using it for tokenization, what stellar does best.
They will use XRP for what it does best HBAR for what it does best and several others and why I’m loaded up on all four. XDC…
There will be several winners, tribalism is old and useless especially when multiple utility coins are going to used.
XRP/XLM, Apples and oranges…
* XRP → liquidity / settlement rails
* XLM → tokenization + interoperable financial infrastructure
* HBAR → enterprise trust/infrastructure layer
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Pretty sure the $XLM news means they won.
DTCC making @StellarOrg
their first choice.
Tell me how im wrong.
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@RealAllinCrypto @quantnetwork @chainlink @CantonNetwork The first $LINK hit, convinces them #CCIP is the best choice for bridging between islands.
The second hit will convince them #CRE is the best choice for building a unified ledger.
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🚨McKINSEY REPORT HIGHLIGHTS $LINK & $CC
They show their vision for the future of money and mention the UK's GBTD initiative which involves @quantnetwork, @chainlink CCIP & @CantonNetwork.
McKinsey are one of the most respected firms on earth & this is who they highlighted!
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@A_Leutenegger I’d they used #CCIP these features would be built-in.
Security should be the default. Just use $LINK
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“The contract had no timelock. No guardian multisig. No circuit breaker.”
ForgeAudit@ForgeAudit
$5.4M drained from @gravity_bridge today. Not through a complex math exploit. Not through a reentrancy attack. Through trust. 37 validators unknowingly signed a malicious update. The signing pipeline was poisoned. They never knew what they were approving. The contract had no timelock. No guardian multisig. No circuit breaker. Once the signatures were valid, execution was instant. And irreversible. The scariest vulnerabilities aren't in the math. They're in the assumptions. "Our validators won't be compromised." "Our signing pipeline is safe." It was realistic enough.
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@ForgeAudit @gravity_bridge Should have just used $LINK and CCIP. The only interoperability protocol with a perfect record and a focus on security.
DTCC trusts $LINK, shitcoins trust sketchy projects with customer funds due to no regulations.
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@Casemills2 @ChainLinkGod @tombRaider_kw CCIP is just one aspect of the $LINK standard.
We know @IOHK_Charles can’t afford the cost to integrate $LINK to ADA.
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@CryptoticT @ChainLinkGod @tombRaider_kw It draws $500 dollar in fees daily. I make more money than CCIP makes annually. Sad.
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Fundamentally, tokens are an incentive alignment mechanism
This is no different for $LINK
Unlike many crypto projects which have two competing sets of stakeholders (equity investors and token investors), Chainlink has just one: token holders
CLL employees don’t receive any company equity as part of their comp structure, but rather receive base comp in local currency and long-term incentives tied to $LINK
As a result, every individual at CLL helping build Chainlink has a direct financial incentive in seeing the token capture value from Chainlink’s success, their financial outcome is tied to it
Personally, some of the largest $LINK whales I personally know work for CLL, the incentive alignment is strong
Yes, there are still challenges to overcome and improvements to be made, all feedback is heard loud and clear
But I wouldn’t mistake opacity and strategic risk aversion as a lack of economic alignment
Zach Rynes | CLG@ChainLinkGod
$LINK is the exclusive asset for direct exposure to the success of @Chainlink Unlike other projects that have sold both tokens and equity to investors (creating conflicting economic interests), Chainlink is not driving value to any equity and there is no IPO—there is only $LINK Any claim or perception that the goal is to maximize the value of Chainlink Labs at the expense of, or in isolation of, LINK holders (e.g, Ripple stock vs XRP) is dead wrong There's no better proof in this than how Chainlink Labs employee compensation works Employees do not receive equity, they receive base comp in local currency and a long-term incentives program tied to $LINK Interests are fully aligned via direct skin in the game Think about it, any detrimental action toward LINK holders would directly impact the CLL employees building the protocol as well, makes no sense Some of the largest $LINK whales I personally know work for CLL, there is an shared interest in seeing the token do well Fundamentally, we are all in this together
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CryptoticT retuiteado
🟩There are a lot of blockchains.
🚨There is only one @chainlink $LINK
That’s the part I keep coming back to.
@The_DTCC can use Stellar, Canton, their own AppChain, or whatever chain comes next. Good. That’s what a multi-chain financial system looks like.
@swiftcommunity can keep its messaging rails. Banks can keep their legacy systems. Institutions can use public chains, private chains, appchains, custodians, payment rails, tokenized assets, collateral systems, and whatever else they need.
All of that still has to connect.
It needs verified data. It needs interoperability. It needs orchestration. It needs secure execution across different systems that were never built to talk to each other.
That is where $LINK sits.
Swift has already shown Chainlink can connect its existing global financial network to tokenized assets across multiple blockchains.
DTCC is now leveraging Chainlink CRE and the Chainlink data standard.
CCIP connects value across chains.
CRE coordinates the workflows.
This is why I don’t care when one chain gets a headline or when $LINK price action gets boring.
A blockchain can get replaced.
The need for Chainlink does not go away.
Chainlink Labs isn’t a public stock I can buy.
$LINK is how I get exposure to the network.
Chainlink is the best infrastructure in crypto, and the market is barely catching up.
That’s what is available to me, so that’s what I’m buying.
I know what I own. 🦾 Stop chimping out!
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DTCC are putting U.S. Assets on their private chain built on Hyperledger Besu EVM. Stellar is just an optional public settlement layer connected to their private chain, same as Canton.
$LINK isn’t chosen for collateral, it’s orchestration, connecting the private chain and the optional public settlement layers.
Stellar isn’t launching till mid 2027.
DTCC transfers $4.7Quadrillion in total volume across the US stock market. The whole stock market isn’t coming on chain.. yet.
Your post is nearly entirely wrong, it’s almost impressive to be this wrong.
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🏦 The DTCC is moving $4.7 quadrillion💰 onto the blockchain.
💰 They are putting U.S. assets on the Stellar network💻 today.
🔗 They also chose Chainlink for collateral.
🚀 Wall Street🏦 is rewiring finance.
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@zerolore @_TalkingTokens $USDT0 trusts $ZRO, DTCC trusts $LINK.
I know which one I trust between Tether and the infrastructure behind the entire US Stock market. Do you?
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$95B across 20+ chains in 16 months.
No VC money. Bank hours. Middleman taking cut.
Turns out all you need to do to find PMF is build better rails for assets people already trust.
Thank you @_TalkingTokens for having me on!
Talking Tokens Podcast@_TalkingTokens
Today's pod is with @USDT0_to co-founder @zerolore. He explains how USDT0 has moved over $90B in USDT across 25+ blockchains since launching in January 2025, who stablecoins were built for and what he thinks will drive USDT’s next phase of growth TIMESTAMPS: 00:00 Introduction to USDT Zero and Its Founders 02:31 The Evolution of USDT and Decentralized Finance 05:36 Understanding the Mechanics of USDT Zero 08:33 User Behavior and Volume Trends 11:34 Tether's Role in the Global Financial Ecosystem 15:38 Targeting Emerging Markets with Stablecoins 18:45 The Competitive Landscape of Stablecoins 21:12 The Future of Stablecoins 24:05 Global Adoption and Use Cases 27:32 The Rise of USDT and Market Dynamics 30:11 Innovation and Staying Ahead 34:23 The Role of Decentralization in Finance 39:45 Advice for Future Innovators Watch below or on X:
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@zerolore @_TalkingTokens Is this value transfer for ants? DTCC moves $10 trillion on average every single day.
Tether is the standard people already trust? Everyone who’s been here for multiple cycles knows their sketchy activity.
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@Casemills2 @ChainLinkGod @tombRaider_kw Years ago, people said the same thing about institutions confirming adopting the $LINK standard.
Years later we’re at the biggest institutions in the globe confirming the utility and their adoption.
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@ChainLinkGod @tombRaider_kw Heard this years ago. Will believe it when I see it.
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Agreed, $LINK as a standard only derives values from the systems built on the standard they’ve created.
Luckily, we have confirmed independent institutions like DTCC, SWIFT, Bank of England, Westpac, Mastercard… etc. are all building.
I bet on the $LINK standard, because I see who’s building on it and can bet the institutions adopting the standard will bring value $LINK will capture. I hope you do what you think is best.
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@CryptoticT @OndoFinance @ethena @fraxfinance @swiftcommunity Standards usually win.
But standards historically became most powerful when multiple independent systems could build on top of them - not when one stack owned the entire market.
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Crypto already built internet money.
Now it’s trying to build internet liquidity 🌐
That’s what quietly connects many of the recent moves across the market:
📈 @OndoFinance bringing tokenized equities crosschain
💵 @ethena scaling omnichain synthetic dollars
🛡️ @fraxfinance focusing on customizable security
🌍 @USDT0_to pushing unified stablecoin liquidity
💱 @supersetfinance building onchain FX infrastructure
⚙️ @LayerZero_Core coordinating asset movement across fragmented environments
The market is slowly realizing that creating digital assets was only phase one.
The harder problem is coordinating:
• liquidity
• settlement
• trust
across a world that’s becoming permanently multi-chain.
Global liquidity already exists.
But it still behaves like isolated local markets.
That may end up being one of the biggest infrastructure problems crypto tries to solve this decade
LayerZero@LayerZero_Core
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The sniff test starts at PoC’s, institutions have whole teams to minimise risks that won’t accept maybes for production. While retail waits for volume confirmations, institutions build the systems.
The proof isn’t slogans from $LINK marines. It’s been coming from the institutions.
Lucky you though, adoption is here, production starting in Q4. While you wait, institutions will position themselves. Your FOMO is their profit.
x.com/coinbureau/sta…
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🇬🇧BANK OF ENGLAND SPOTLIGHTS CHAINLINK ORACLES
Chainlink participated in the Bank of England’s DLT Innovation Challenge.
The BoE says oracles are critical for connecting blockchains with traditional financial infrastructure.
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@Underdog_13___ @OndoFinance @ethena @fraxfinance When you’re talking about Quadrillion $$, innovation and optionality is a risk that regulation curtails.
@swiftcommunity has been the standard for decades for a reason. The innovation is emerging blockchains can be integrated to the existing regulated standard via $LINK.
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@CryptoticT @OndoFinance @ethena @fraxfinance “Perfect track record” has started a lot of monopolies throughout history
That’s usually where innovation and optionality begin disappearing.
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